Wellington Wealth Strategies »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 51k 70.35
2020-12-31 $3.6M 51k 70.35

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Ubs Global Asset Management Americas
Wells Fargo & Company
Conrad N. Hilton Foundation
Envestnet Asset Management
BlackRock
LPL Financial
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
Northwestern Mutual Wealth Management Company
UBS Group
Bank of New York Mellon

View all funds holding Ishares Core Msci Eafe Etf core msci eafe